Allied Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Allied Private Wealth’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$649K	Buy	+3,058	New	+$626K	0.42%	51

Other funds holding RSP

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $142M AUM

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Invariant Investment Management Camp Hill, Pennsylvania $171M AUM